CALIFORNIA TEACHERS ASSOCIATION (EIN 941676087) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

REBECCA BERNARD JR

Tax Period

2023-09-01 to 2024-08-31

CALIFORNIA TEACHERS ASSOCIATION, founded in 1965, is a small nonprofit that reported $625K in total revenue in fiscal year 2023. Expenses of $590K left a modest 5% surplus.

Mission

REPRESENTATION OF TEACHERS IN THE WOODLAND UNIFIED SCHOOL DISTRICT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $623,932

Investment Income $679

Other Revenue $0

TOTAL REVENUE $624,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,246

Fundraising Expenses $0

Program Expenses $552,082

Other Expenses $579,070

TOTAL EXPENSES $590,316

Year-over-Year Comparison

	2023	2022	Change
Revenue	$624,611	$599,559	+0.0%
Expenses	$590,316	$579,308	+0.0%
Net Income	$34,295	$20,251	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI FU	NEGOTIATOR	3.00	Officer	$0	$0	$0
RUTH FLORES	NEGOTIATOR	3.00	Officer	$0	$0	$0
MARJORY WATKINS	VPNEGOTIATOR	3.00	Officer	$0	$0	$0
TAHNEE SWEENEY	TREASURER	3.00	Officer	$0	$0	$0
DAVID SCOLARI	NEGOTIATOR	3.00	Officer	$0	$0	$0
MARIA SANCHEZ	DIRECTOR AT LARGE	3.00	Officer	$0	$0	$0
ASHLEY GOLLING	SECRETARY	3.00	Officer	$0	$0	$0
DIANNE DUNCAN	LEAD NEGOTIATOR	3.00	Officer	$0	$0	$0
PHYLLIS AVALOS	DIRECTOR AT LARGE	3.00	Officer	$0	$0	$0
REBECCA BERNARD JR	PRESIDENT	5.00	Officer	$0	$0	$0
JESSICA DUARTE	DIRECTOR AT LARGE	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$624,611	$590,316	$249,699	$34,295
2023	$599,559	$579,308	$215,404	$20,251
2022	$550,957	$572,068	$195,153	$-21,111
2021	$592,417	$600,987	$216,264	$-8,570

CALIFORNIA TEACHERS ASSOCIATION